Past Events

June 12, 2019 Undue Influence
May 15, 2019 Estate Plans of the Rich & Famous
April 17, 2019 How New Yorkers Can Preserve the Benefit of Deductions for Real Estate Taxes (Above $10,000) and Charitable Donations Without Limit and Without Forfeiting the Use of the Standard Deduction.
March 13, 2019 How You'll Become the Ideal Leader
February 13, 2019 Tax Law Update
December 11, 2018 Holiday Social
November 14, 2018 Clash of the Titans
October 24, 2018 Estate Planning for the Modern Family
September 26, 2018 Estate Planning in The Digital Age
June 20, 2018 Art of Negotiation
May 23, 2018 Surrogate's Court Update and Proposed Legislation
April 18, 2018 Business Succession Planning
March 14, 2018 Asset Titling
February 7, 2018 Fiduciary Obligations
December 12, 2017 Holiday Gathering
November 15, 2017 "Fundamentals of Estate Planning in Light of a Trump Presidency, Political Uncertainty & Rising Interest Rates"
October 25, 2017 Recovery of Stolen WWII Art
September 27, 2017 Estate Planning Concepts when Selling your Business
August 24, 2017 Annual Networking Event
June 21, 2017 " Elder Abuse: A New Landscape after Astor, Clark, Redstone and Rooney. Lessons learned from these cases and steps taken nationwide to stem this epidemic."
May 24, 2017 Utilizing Trusts as IRA beneficiary and the related tax consequences
April 19, 2017 Special Needs Trusts & Planning Techniques
March 15, 2017 Elder Law Planning
January 25, 2017 Estate Planning Council Meeting "Long Term Care Planning"
December 13, 2016 2016 Holiday Gathering
November 9, 2016 Medicare and You 2017
September 14, 2016 "Lessons from the Estate Plans for the Rich and Famouns"
August 16, 2016 Annual Networking Event
June 15, 2016 "Til Death and Divorce Due Us Part"
May 11, 2016 Trusts as IRA Beneficiary
April 20, 2016 "Who Should Profit from the Holocaust" Ethics, Museums & Recent Nazi Looted Art Cases"
March 16, 2016 "Trust Situs Issues"
January 6, 2016 "Lessons from an estate litigator on common mistakes by estate planners"
December 15, 2015 "Latest New York Legislative Developments"
November 18, 2015 "Family Limited Partnerships - Understanding the Current Landscape and Valuation Issues"
October 7, 2015 Professional Advisors 2015 Fall Forum "Asset Protection"
September 16, 2015 "Life Insurance Beyond the Death Benefit"
August 11, 2015 Estate Planning of Suffolk County Annual Networking Event
July 15, 2015 "Lessons from the Estate Plans of the Rich and Famous on the Do's and Dont's of Disinheriting Family Members
June 10, 2015 "What every Estate Planner should know about Business Valuations"
May 13, 2015 Cyber Security
April 21, 2015 Elder Law Asset Protection Overview and Medicaid Update
March 11, 2015 "Decanting, May I Freshen your Trust? A Selection of Opportunities to Ease Trust Transactions through Decanting"
December 11, 2014 Perspectives on Charitable Giving
November 12, 2014 How to Protect your Child Legally and Financially
October 8, 2014 "Venn Diagrams: The Intersection of Estate & Income Tax (Planning in the ATRA-MATH)"
September 10, 2014 A Comprehensive Look at Social Security
August 5, 2014 Annual Networking Event
June 4, 2014 1031 Tax Deferred Exchange Opportunities
May 7, 2014 The New NYS Income, Gift & Estate Tax Laws; The Good, The Bad, & The Ugly.
April 2, 2014 Breakfast Meeting, Sponsored by BNY Mellon Wealth Management
March 5, 2014 Dinner Meeting March 5, 2014 6:00-9:00pm
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